Marshall Wace’s Orchestra BioMed OBIO Stock Holding History

Marshall Wace’s Portfolio OBIO Stock Details OBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$801K	Buy	188,484 +16,803	+10%	+$71.5K	﹤0.01%	2231
2025 Q4	$712K	Buy	+171,681	New	+$693K	﹤0.01%	2093
2025 Q3	–	Sell	-49,465	Closed	-$133K	–	3255
2025 Q2	$133K	Buy	+49,465	New	+$144K	﹤0.01%	2509
2022 Q3	–	Sell	-80,467	Closed	-$801K	–	3666
2022 Q2	$801K	Hold	80,467	–	–	﹤0.01%	2564
2022 Q1	$798K	Hold	80,467	–	–	﹤0.01%	2546
2021 Q4	$803K	Buy	80,467 +400	+0.5%	+$3.94K	﹤0.01%	2580
2021 Q3	$792K	Buy	+80,067	New	+$790K	﹤0.01%	2155
2020 Q4	–	Sell	-20,355	Closed	-$224K	–	2091
2020 Q3	$224K	Buy	+20,355	New	+$229K	﹤0.01%	1436

Other funds holding OBIO

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

PBM

Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace's OBIO Position: Q1 2026 in Review

Marshall Wace increased its Orchestra BioMed (OBIO) stake by 9.8% in Q1 2026, buying an estimated $71.5K and bringing the position to 188,484 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Marshall Wace first reported a position in OBIO in Q3 2020 and has held it in 8 quarters since. The position peaked at $803K in Q4 2021. 65 funds tracked by Wall St. Rank hold OBIO as of Q1 2026.

Marshall Wace held 188,484 shares of Orchestra BioMed worth $801K as of Q1 2026.
Marshall Wace bought 16,803 Orchestra BioMed shares in Q1 2026, an estimated $71.5K.
Orchestra BioMed made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2231 holding.
Marshall Wace first reported a position in Orchestra BioMed in Q3 2020 and has held it in 8 quarters since.
Marshall Wace's Orchestra BioMed position peaked at $803K in Q4 2021.
65 funds tracked by Wall St. Rank held Orchestra BioMed as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.